Senior Portfolio Strategist

Role Overview

• Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions
• Consults with clients to develop or adapt investment policy statements
• Communicates with clients to provide investment strategies to achieve client's goals
• Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed
• Communicates with clients about investment products
• Conducts investment reviews and shares findings and recommendations with clients and related governing bodies
• Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services
• Participates in the business development process
• Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies
• Acts as a liaison to senior management and other divisions
• Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures
• Contributes to the development of Vanguard's external publications and presents at conferences and client events
• Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners
• Participates in special projects and performs other duties as assigned.

Requirements

• 10+ year’s related experience in the Financial Services industry or client services
• Undergraduate degree or equivalent combination of training and experience
• Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection
• Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors
• Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels
• FINRA Series 7 & 63
• CFA or CFP is highly preferred.

Benefits

• Hybrid working model
• Professional development opportunities